Forms Library | Millennium Trust Company

Millennium Trust Company

Log in
Select Account
Forms Library

Find the right form for all your account needs

How can we help you?

Get Started:

Get Started:

Get Started:

  • Download IRA Agreements
    Traditional IRA Disclosure Statement/Custodial Agreement (including SEP IRAs)
    IRA-003/004
    The Custodial Agreement contains the terms and conditions governing your Traditional and/or SEP IRA, including the FDIC-Insured Cash Sweep Program and time-sensitive disclosures pursuant to IRS regulations.
    Download form (PDF)
    Roth IRA Disclosure Statement/Custodial Agreement
    IRA-005/006
    The Custodial Agreement contains the terms and conditions governing your Roth IRA, including the FDIC-Insured Cash Sweep Program and time-sensitive disclosures pursuant to IRS regulations.
    Download form (PDF)
    SIMPLE IRA Disclosure Statement/Custodial Agreement
    IRA-019/020
    The Custodial Agreement contains the terms and conditions governing your SIMPLE IRA, including the FDIC-Insured Cash Sweep Program and time-sensitive disclosures pursuant to IRS regulations.
    Download form (PDF)